Description
GreenHill strives to help wealth management companies focus on what they do best by becoming your performance measurement partner. Take advantage of GreenHill’s expertise in preparing and presenting investment results for your client’s portfolios.
Wealth Access is now able to receive and store GreenHill performance statements for clients to access in our secure document vault.
Quick Details
Type
Direct
Integration
Pre-Built
Website
https://ghill.com/Support
https://ghill.com/contact/How it Works
GreenHill transmits a scheduled delivery of files for processing by Wealth Access which are immediately made accessible directly to clients.